An assessment is a named, scoped container that defines which buildings and equipment are measured and how the score is calculated. This article covers creating and editing assessments, their lifecycle, and the controls you use to defend a number: Duplicate and Lock.
Create or edit an assessment
When you create or edit an assessment, you set its Name and Description (free text). One system-managed, portfolio-wide assessment can be created automatically covering all buildings.
Start Date and Target Completion set the timeline. The Start Date also anchors the Backfill history range, so choose it deliberately.
Assessment Type can be Full FCA, Envelope, MEP, Interiors, Site, Life Safety, or Follow-up. Lead Assessor is any user on the entity.
Scope is a checkbox tree of sites (buildings and accounts) with their locations and equipment counts. Selecting a site includes its children, and scope chips summarize the totals — for example, 14 sites, 1029 locations, and 1011 equipment assets. You can also toggle what to include per asset: Building envelope, Interior finishes, MEP systems, and Site and grounds.
FCI rating thresholds let you override the band boundaries per assessment; new assessments inherit the entity defaults from Settings, then Facility Condition. Calculation factors are per-assessment toggles and weights for the score modifiers — with everything off, the score is the textbook Deferred Maintenance divided by CRV.
Lifecycle
An assessment moves through Scheduled, In Progress, and Completed. Archiving is done from the assessments list rather than the status dropdown, and archived assessments can be bulk archived and unarchived.
Duplicate and Lock
Duplicate creates an editable copy of an assessment. It is most often used together with Lock.
Lock is the audit control. A locked assessment and all of its snapshots become immutable: no edits, no new snapshots, and no backfill. Locking is one-way in the app.
The intended workflow is to Lock the assessment you need to defend — for a board report or bond filing, for example — then Duplicate it to create a working copy, and keep working in the copy.
One note on attachments: you can still add condition evidence such as photos and consultant reports to a locked assessment, but you cannot remove attachments once it is locked.